Organizational Management Training Manual - en V1.0 PDF

ITQAN SAP Human Capital Management
(SAP HCM)
Organization Management
Training Manual
Table of Contents
1. INTRODUCTION ............................................................................ 2
2. TRAINING OBJECTIVES .................................................................. 2
2.1. Target Audience ............................................................................................................... 2
2.2. Related Business Process ................................................................................................. 2
3. ORGNIZATION MANAGEMENT PROCESSES ................................... 4

3.1. ORGANIZATION DESIGN CHANGE .................................................................................... 4
3.2. NEW POSITION ............................................................................................................... 18
.3.3 CREATE JOB .................................................................................................................... 24
3.4. RELATIONSHIP FOR ORGANIZATION UNIT ..................................................................... 29
3.5. RELATION FOR POSITION ............................................................................................... 43
3.6. ASSIGN PERSON TO POSITION ....................................................................................... 49
4. Reports ....................................................................................... 55
4.1. Vacant Positions ............................................................................................................. 55
4.2. Staff Assignments ........................................................................................................... 58
Page 1 of 62 SAP HCM OM TRAINING MANUAL

1. INTRODUCTION
An organizational plan is necessary in any organization where employees need to carry out
numerous business and human resource processes. The SAP HCM Organizational Management
(OM) component provides a clear picture of an organization in the past, present and future.
This information enables a company to prepare for and react to future human resource
requirements and changes.
Some aspects of OM need to be managed on a centralized level as OM defines both the

organization and reporting structures. Other aspects may be managed on a decentralized level.
The following functionalities processes are supported by the OM module:
 Description of the organizational chart of the company

 Identification of employee positions in the organization
 Identification of supervisor positions
 Identification of designated positions
 Administration of cost assignments
 Implementation of SAP workflow linked with the ESS and MSS functionality
 Workforce reporting (as would be required through functional reporting lines)
2. TRAINING OBJECTIVES
Upon completion of this course, process user will be familiar with the following able to know
following activities.
 Maintaining organization unit

 Maintaining position
 Creating job
 Assigning person to a position
2.1. Target Audience

Key/process users of OM
2.2. Related Business Process

 Organizational Unit
President offices and all Groups, Divisions, Departments, Sections and their
hierarchical components are to be mapped as the organizational units.

 Position
All the WFI approved posts along with their multiplicity will be mapped as Positions in
Organizational Management.
 Cost Centre
Cost centers will be used for allocation of WFI Payroll costs among different
departments or any other Organizational unit level. Cost centers will be created in SAP
Controlling module and will set the integration between HR and Accounting modules.
 Job
Job is a SAP OM object that supplements the information related to Positions,
Organizational units or other objects. Usually qualifications are assigned to a Job as
general requirements of a category of positions. The Job is assigned to Positions. All the
WFI specific Jobs can be created like, Officer, Unit Head etc. A Job is not a mandatory
object for development of Organizational Chart of WFI but can facilitate the process. For
example the requirement profiles maintained at Job level can be transferred
automatically to the Positions created using this job.

3. ORGNIZATION MANAGEMENT PROCESSES
3.1. ORGANIZATION DESIGN CHANGE
SCENARIO
To get understand how to create and change Organization unit here the scenario that we will
follow create new unit under HR shared services
And transport creates it under name new organization unit.
PROCESS DETAILS
Process Organization Design Change (HCM_OM_001)

Human resources  Organizational Management 
Menu Path Organizational Plan  Organization and Staffing 
Change
Transaction Code PPOME
PROCEDURE
Step Action
1. Double-click

Step Action
2. Double-click

Step Action
3. Click CREATE .
Step Action
4. Double-click

Step Action
5. Fill the required field
Step Action
6. Fill the required field

Step Action
7. Click

Step Action
8. Click to change Controlling Area

Step Action
9. Select a Controlling Area

Step Action
10. Select a Business area

Step Action
Enter the required Company Code. If you want to display all available options,
11.
click F4 or click

Step Action
12. Select rhe required Company Code.

Step Action
Enter Personal Area. If you want to display all available options, click F4 or click
13.

Step Action
14. Select rhe required Personal Area and click .or press Enter.

Step Action
Enter Personal Sub-Area. If you want to display all available options, click F4 or
15.
click

Step Action
(1) Select rhe required Personal Sub-Area and click .or press Enter.
Step Action
16. Click

3.2. NEW POSITION
SCENARIO
To get understand how to create New position here the scenario that we will follow create New
Position for organization unit New payroll under name payroll manager.
PROCESS DETAILS
Process New Position (HCM_OM_002)

Menu Path
Organizational Plan  Organization and Staffing  Change
PROCEDURE
Step Action
1. Click

Step Action
2. Double-click Organizational Unit

Step Action
3. Double-click

Step Action
4. Click Consultants .
Step Action
5. Click .

Step Action
6. Click on Incorporates or Position.
Step Action
7. Complete the Required field

Step Action
8. Complete the Required field
Step Action
9. Click .

3.3. CREATE JOB
SCENARIO
To get understand how to create a job here the scenario that we will follow create job for
Poultry under name manager
PROCESS DETAILS
Process Create Job (HCM_OM_003)

Human resources  Organizational Management  Organizational
Menu Path
Plan  Organization and Staffing  Change
PROCEDURE
Step Action
1. Double-click

Step Action
2. Click Edit
Step Action
3. Click

Step Action
4. Complete the required field.

Step Action
5. Complete the required field.

Step Action
6. Click .
Step Action
7. Click Save .

3.4. RELATIONSHIP FOR ORGANIZATION UNIT
SCENARIO
To get understand how to create and Relationship for organization unit.

Here the scenario that we will follow creates Relationship for organization unit.
PROCESS DETAILS
Process Relationship For Organizational Unit (HCM_OM_004)

Human resources  Organizational Management  Expert Mode 
Menu Path
Organizational Unit  Relationships
Transaction Code PO10

PROCEDURE
Step Action
1. (1) Organizational Unit is double-clicked.

Step Action
2. Clicking the Organizational unit field activates it.
Step Action
3. The Organizational unit field is filled out.

Step Action
4. Clicking Input Help Organizational unit opens a drop-down list with valid
values.
Step Action
5. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.

Step Action
6. Double-clicking on the 'Open folder' icon opens the folder C.E.O Office.

Step Action
7. Click here .

Step Action
‫مدير‬
8. ‫الرواتب‬
is double-clicked.

Step Action
9. Click .
Step Action
10. Click Create infotype .

You can also press F5.

Create Relationships
Step Action
11. Clicking the Relationship type/relationship field activates it.
Create Relationships
Step Action
12. The Relationship type/relationship field is cleared.
Relationship 57 Entries

Step Action
13. A is double-clicked.

Step Action
14. Clicking the entry Organizational unit selects it.
Step Action
15. Clicking the ID of related object field activates it.

Step Action
16. Clicking Input Help ID of related object opens a drop-down list with valid
values.
Step Action
17. Double-clicking on the 'Open folder' icon opens the folder Al-Watania poultry.

Step Action
18. Clicking the Open folder icon opens the folder C.E.O Office.
Step Action
19. Clicking the Open folder icon opens the folder C.E.O Office.

Step Action
20. Click .
Step Action
21. Click Save .

You can also press Ctrl+S.
Step Action
22. Click Yes .

3.5. RELATION FOR POSITION
SCENARIO
To get understand how to Create relationship for position for position .

Here the scenario that we will follow creates Relationship for organization unit Create
relationship for position HCM Manager .
PROCESS DETAILS
Process Relation For Position (HCM_OM_005)

Human resources  Organizational Management  Expert Mode 
Menu Path
Position  Relationships
Transaction Code PO13
PROCEDURE
Step Action
1. Double-click Position

Step Action
2. Enter Position. If you want to display all available options, click F4 or click
Step Action
3. Click Relationships.

Step Action
4. Click
Step Action
Enter Relationship type/relationship. If you want to display all available options,
5.
click F4 or click

Step Action
6. Double-Click
Step Action
7. Select Type of related object

Step Action
Enter ID of related object. If you want to display all available options, click F4 or
8.
click
Step Action
9. Enter * in Search term field the press Enter

Step Action
10. Double-click .
Step Action
11. Save

3.6. ASSIGN PERSON TO POSITION
SCENARIO
To get understand how to Assign person to position here the scenario that we will follow assign
person to Payroll
And transport creates it under name new organization unit.
PROCESS DETAILS
Process Assign Peron to Position (HCM_OM_006)

Menu Path
Organizational Plan  Organization and Staffing  Change
Step Action
1. Double-click

Step Action
2. Double-click the required Element.

Step Action
3. Double-click
Step Action
4. Click Assign .

Step Action
5. Double Click Person
Step Action
6. Click

Step Action
7. Double-clicked the required employee
Step Action
8. Click .

Step Action
9. Click .

4. Reports
4.1. Vacant Positions
 Use
This report lists positions flagged as vacant or obsolete, according to the selection criteria.
A vacant position is a position that has no holder in a given period.
 Prerequisites
To evaluate vacancies, you must maintain Infotype 1007 (Vacancy) for positions.
 Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu Human Resources  Organizational Management  Info
System  Position  Vacant Positions
Transaction code S_AHR_61016509
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)
Business role Human Resources  Reports  Organization 

menu Vacant/Obsolete Positions
2. Double-click the report if accessing via the menu tree.

3. On the Vacant positions selection screen, provide the following flexibility:
 Selection Section
Provide the following entries on this section of selection screen
Field Name Description User Action and
Values
Record version 01-Current Plan, and 02-  Choose 01 value
Plan Version Alternative Plan/tech
Organization Management object type, O-  Choose O value

Object Type
Organization Unit, C-Job, and S-Position
Organizational Unit, Job, or Position  Enter 77
Object ID
number

Ability to search the object based on  Leave the entry
Search Term abbreviation, * value (for all objects), or F4 field as system
key for possible entries default
Organization unit object type status, 1-  Choose 1 value
Object Status Active, 2-Planned, 3-Submitted, 4-
Approved, and 5-Rejected
Status of existing record, 1-Active, 2- Leave the entry
Data Status
Planned, 3-Submitted, 4-Approved, and 5- field as system
button
Rejected default
 Reporting key date Section

Field Description User Action and Values
Name
Key Date Object or Position status as Choose default value or value that
of today’s date meet the business needs
 Output Section

Values
Evaluation A code allows inquiries on object(or Position in Choose default
Path particular) that are affected by object value PLSTE
relationship
Status Object status, 1-Active, 2-Planned, 3-Submitted, Choose 1 value
Vector 4-Approved, and 5-Rejected
Display The object hierarchy / structure depth to be Leave blank or
Depth displayed on the report output enter a value
between 1 and 6
Status Allows a simulation to run showing the results of Leave blank

Overlap activating Relationship infotypes. The simulation
activates all Relationship infotypes with the
statuses listed in the Status vector field.
4. Choose the Execute button.
5. If the system displays a warning about specifying an object ID, press Enter.
 Result
The report displays the following:
 the period in which the position is vacant
 the date to which the position is still filled
 the date from which the position has been vacant

4.2. Staff Assignments
 Use
This report enables you to display the staff, and chief assignments (positions and persons)
for one or more organizational units.
 Procedure
1. Access the transaction using one of the following navigation options:
Option 1: SAP Graphical User Interface (SAP GUI)
SAP ECC Menu Human Resources  Organizational Management  Info
System  Position  Staff Assignments
Transaction code S_AHR_61016503
Option 2: SAP NetWeaver Business Client (SAP NWBC) via business role
Business role Administrator (HCM) (SAP_NBPR_ADMIN_HCM_M)
Business role Human Resources  Reports  Organization  Staff

menu assignments
2. Double-click the report if accessing via the menu tree.

On the Staff assignments selection screen, to display the full selection screen, select the
Standard Selection screen checkbox, and choose the Execute button

The system displays the message Caution: All Objects of the object type will be edited. Press
Enter.
 Selection Section
Field Name Description User Action and Values
Organization unit Select one or more
Organizational organization units for
unit which the report is
required
Search term for objects to work Leave blank

with (for example, organizational
Search Term
units, qualifications, events, and so
on)
Key Date Reporting date
1-Active, 2-Planned, 3-Submitted, 1

Status
4-Approved, 5-Rejected
Indicate if an inquiry/report should Selected

Org. Structure
document only the selected
reporting
organizational units

 Selection Options Section
Values
Basic working Employees’ work hours, D-hours per- Choose default
hours day, W-hours per-week, M-hours per- value M
month, and Y-hours per-year
Checkbox-Display Option to display position holders Selected
position holder only(select the checkbox) or position
only substitute's name(de-select the
checkbox)
Checkbox-Include Option to include employee without Choose value that
persons w/o position (select the checkbox) relevant to the
position business needs
3. Choose the Execute button.

4. If the system displays a warning about specifying an object ID, press Enter.
 Result
The list contains all positions by organizational unit, with information on
 the persons assigned to the positions
 chief positions
 staffing status
 actual working times
 planned working times
 staffing percentages
 assignment to employee groups
 assignment to employee subgroups

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What are the main organizational management processes covered in the manual?

What are the main organizational management processes covered in the manual?

What are the main reports covered in the manual and what do they display?

What are the main reports covered in the manual and what do they display?

ITQAN SAP Human Capital Management

3. ORGNIZATION MANAGEMENT PROCESSES ................................... 4

Page 1 of 62 SAP HCM OM TRAINING MANUAL

Some aspects of OM need to be managed on a centralized level as OM defines both the

The following functionalities processes are supported by the OM module:

 Description of the organizational chart of the company

 Maintaining organization unit

2.1. Target Audience

2.2. Related Business Process

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And transport creates it under name new organization unit.

Process Organization Design Change (HCM_OM_001)

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Process New Position (HCM_OM_002)

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Process Create Job (HCM_OM_003)

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To get understand how to create and Relationship for organization unit.

Process Relationship For Organizational Unit (HCM_OM_004)

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10. Click Create infotype .

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